I created a rule to stamp the MIN value of records on an object that rolls up to the account (stamp to the customer info object). The reason I attempted to do this via Gainsight is there is a limitation in SFDC that does not allow formula fields in filter criteria for roll up summaries. The Gainsight rule processes and works for the majority of accounts, but some accounts just do not process correctly. I submitted a ticket and was told there is a limitation in the rules engine for min/max values where it will stamp the min/max values of all records and not just the records related to the account. It would be amazing if the rules engine processed min/max in relation with the account/customer info record similar to roll up summaries but allowed us to use filter criteria. One of the things our company finds most useful about Gainsight is that it can do things that SFDC cannot do. This would be a major benefit to our company and I hope others as well.
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